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Justin Pritchard | Financial Advisor

Profile img for Justin Pritchard, financial advisor at Approach Financial, Inc.
Montrose, CO
Justin Pritchard
Financial Advisor
Retirement Planner at
Approach Financial, Inc.

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Money isn't the most important thing in life, but it can cause anxiety or offer flexibility. I help people plan for retirement and invest for the future while keeping the big picture in mind. For over 15 years, I've guided clients and retirement plan participants as they work toward financial independence. We take smart actions without overcomplicating things, and we adjust as life inevitably changes. I use straightforward investing concepts with low-cost funds and ETFs, and I continually study retirement planning best practices. Clients do not need to invest money with me, although they are welcome to do so. Flat-fee projects and one-time conversations are available.
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Specialties and Expertise

1
Retirement Income

Clientele

5
Inheritors
New Investors
Retirees
Surviving Spouses
Divorcees

Credentials and Designations

3
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Certified Financial Planner™

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Retirement Management Advisor®

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Master of Business Administration

Quick Facts About Justin
Years of Experience:20 yearsMember since:2022

Services Provided

How I help my clients

Investment Management

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Retirement Planning

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Pricing Models

Flat Fee
Hourly Fee
AUM

Proof of License

BrokerCheck
SEC Profile
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